There are a few things you need to check before you can expect to receive payment from your customer for a completed load. We’ll run through the checklist with you so you can make sure you have everything submitted correctly to avoid delays in payment or receiving negative feedback from a customer who provided you with instructions.
IN THIS ARTICLE:
- Checklist for getting paid
- When to expect payment for a completed load
- How to fix an invoice or update bank details
Checklist for getting paid
Once you’ve completed a load, it’s a good idea to run through this checklist to confirm that you’ve submitted everything your customer needs to pay you.
✔ Have you created a POD?
✔ Have you created an invoice?
✔ Have you posted requested hard copies of each as requested by your customer?
When to expect payment for a completed load
You should receive payment within the agreed payment terms which the load poster advertised when you accepted the load.
Remember, you must have sent your invoice to the load poster for the payment term to kick in.
Most our members’ payment terms on the platform are between 7-30 days from invoice, with a few exceptions being 60 days from invoice. It’s important to check the payment terms before accepted the load because if you don’t like a certain payment term but you’ve already quoted and been allocated the load, you have no choice but to carry out your side of the agreement and wait for payment within the stated timeframe.
To view the member’s payment terms for the load you’ve completed, visit your Diary.
Scroll down to your completed load and there you’ll see when to expect payment once you’ve invoiced.
Another way to check when payment is due is by going to your invoices and looking at the far-right hand column that says, ‘Due Date’.
How to fix an invoice or update bank details
If you’ve realised that you put the wrong bank details or incorrect items on an invoice you’ve already sent, don’t panic. You can fix this easily.
Step 1) Notify your customer either by phone call, text message or email so they know not to use the recent invoice you’ve sent and to wait for the right one to come through. Communication is key.
Step 2) Go to the ‘Accounting’ tab.
Step 3) Click on where it says, ‘Add footer/bank details’.
Step 4) This will take you to your Biller’s profile where your bank details are located. Fix the information and click ‘Save’ when you’re done.
Step 5) Next, you’ll need to go back and find your invoices. Click on the ‘Accounts Receivable’ tab and scroll down to ‘Invoices’.
Step 6) Find the invoice you’re looking for using the search filters provided and once you’ve located the one you want to fix, click on the ‘edit’ icon next to it.
Step 7) Make your amendments and click ‘Save’ when done.
Step 8) Click on the ‘Email’ icon to resend this updated invoice to your customer.
Remember to print and re-post a hard copy to the same address if your customer has requested it in their load notes.
It’s also a good idea to notify them that you’ve fixed the invoice and have resent both digital and hard-copy versions.